See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $77,389 |
Service code 15 · EIN 11-2931438 | Recordkeeping | $36,219 |
CETERA ADVISOR NETWORKS LLC4 years Service code 22 · EIN 95-3845382 | Insurance Broker | $27,989 |
Filed as: ZAZZALI FAGELLA NOWAK K&F Service code 29 · EIN 22-1973215 | Legal | $13,500 |
KP LYNCH CPA PC2 years Service code 10 · EIN 20-2059984 | Accounting | $8,568 |
Filed as: ROBERT P BRADY AGENCY INC Service code 99 · EIN 11-2225327 | Other Fees | $6,745 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $4,681 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,282 | $89,436-60.6% | $164,813-78.6% | $77,643-54.6% |
| Participation rate | 99.1% | 78.6%+20.4pp | 78.6%+20.4pp | 70.6%+28.5pp |
| Annual return | 11.26% | 28.83%-17.6pp | 69.93%-58.7pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,673 | $2,569-34.9% | $4,341-61.5% | $2,726-38.6% |
| Participant deferral / active EE | $4,186 | $4,897-14.5% | $6,031-30.6% | $4,647-9.9% |
| Admin fee / account holder | $299 | $339-11.9% | $12,690-97.6% | $430-30.5% |